My Personal Guide to Tech Investing

Who this Guide is For: This is my first attempt at a very long post. The topic warrants it and I also can use a place to put all these themes, learnings, thoughts I’ve compiled over the years. My personal goal is to be as comprehensive as possible and while it’s mainly for me, I…

Reading Between the Lines

In the past year, I’ve devoted more time to organizing how I read and it’s made meaningful impact to how much I read. Besides buying physical books, I’ve started buying ebooks through Apple Book’s store (most of which I’ve started and others are just collecting virtual dust). I’ve also realized that paying for access to…

Network Effects: Study 1

A few years ago, I’ve started seriously studying network effects. I’ve started a few businesses (retired now, RIP) trying to incorporate things that I’ve learned. More recently, I’ve taken to examining public companies that exhibit strong network effects in their businesses. I’m not sure what to make of these companies except that I want to…

Passive, Active & Non-Passive

I was reading how Alphabet made an announcement to acquire FitBit today. In reading the VP’s blogpost on what they think would be a great union between the two companies (I for one am excited to see where FitBit can be even more useful with Google’s platforms), I was triggered by the words being active…

All Together But Not Quite

A few things I’ve learned through the near half-decade of reading on great investing minds like Warren Buffett and Charlie Munger but also the ecosystem of commentary on the entrepreneurship business. These are random thoughts and the mostly unreality but who know they likely are. After all it’s all a fractal. Doing One Thing Well…

Perpetual Machine

I think I’ve always been fascinated by perpetual motion or perpetual machines. I think those of us who like efficiency or want to get/create/make something out of nothing (i.e. alchemy) is exhilarating. We hear stories in the news like that — in our modern day, examples include the success of the mega, unicorn-like companies, Uber,…

I Manage To…

There’s a lot of ways to finish that sentence. Right now I’m focused on writing about my experience on managing my parents’ investment portfolio. For some reason, my parents are not very interested in knowing about or needing to know about their investments and its management. I’m not 100% sure why that is, but I…